See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,343 | $126,574-91.0% | $106,213-89.3% | $145,922-92.2% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.6pp |
| Annual return | 15.59% | 224.79%-209.2pp | 116.14%-100.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,418 | $3,730-62.0% | $3,171-55.3% | $4,660-69.6% |
| Participant deferral / active EE | $2,023 | $5,724-64.7% | $5,016-59.7% | $6,688-69.8% |
| Admin fee / account holder | $804 | $17,304-95.4% | $11,033-92.7% | $13,397-94.0% |